Installing the Workday app
This section covers setting up the Workday integration app, which allows you to sync your employee roster to ChartHop.
Before you can install the Workday app, you need to obtain a Workday instance URL and name from your Workday representative. This information allows ChartHop to connect to Workday to receive your employee data.
After you obtain your Workday instance URL and name, you need to create an Integration System User and enable specific permissions. This will allow ChartHop to connect to Workday via your Workday instance's API.
To create a Workday Integration System User:
- Login to Workday, and create an Integration System User (ISU).
- Ensure that the user has read access to all Human_Resources SOAP APIs.
After you have your Workday instance name and URL , and have created your Integration System User, you can install the Workday integration app in ChartHop.
When you select Install, you'll be prompted to walk through configuring the payroll app.
- Enter your Base URL and Instance name in the provided fields.
- Enter your Instance System User name and password in the provided fields.
Missing location information
Select one of the two options for what should happen if location information is set for an employee.
Advanced sync options
Select the data changes you want to include in your sync. You can include some or all of the following employee data:
Overwrite person fields
ChartHop recommends using this setting to avoid needing to update both ChartHop and your payroll system when a change is made to any field value that is synced from your payroll system.
When you choose this option, your payroll system remains the source of truth for the following fields in ChartHop: birthdate, gender, home address, and so on. Any edits you or an employee make to this data in ChartHop are overwritten during synchronization. This can pose an issue when someone uses ChartHop to update employee fields in ChartHop, without requesting an update in the source system.
Choose whether or not you want to sync historical data. You can turn this off if you want to exclude any historical changes before the date of your initial sync.
To exclude specific individuals from the sync, enter their unique payroll system IDs here, separated by commas.
Generally, the company ID should be left blank unless otherwise informed by your ChartHop Customer Success team.